An estate plan is a detailed set of documents including your Will, trusts, powers of attorney, beneficiary designation and property ownership. We’re here to help you carefully craft your estate plan to maximise the value of your estate, by reducing taxes and expenses, while providing clarity around your wishes.

With our guidance, we will take you through all of the aspects you need to consider, and ensure your interests and assets are protected at the eventual time of your passing.

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Estate planning guide

Protecting your family and your legacy

  1. Importance of estate planning
  2. Key components of estate planning
  3. Powers of attorney
  4. Superannuation
    and more.

Estate planning guide

Lane Financial